Blackstone Inc. (BX)

Blackstone's shares sit in the middle of their 52-week range, at 32% of the distance from the low to the high, after a quarter that beat estimates but in which revenue shrank year on year. The stock fell 0.42% in the latest session and is down 15.84% over the past year, yet it is up 6.30% over the past month. The price is 2.28% above its 50-day average and 0.65% below its 200-day average, so the trend picture is mixed. For investors the question is whether earnings strength can carry the shares back toward the long-term average, given a valuation that already sits well above the sector.

Blackstone reported adjusted EPS of $1.32 on October 22, 2026, against an analyst estimate of $1.26, a beat of 4.76%. The shares rose 8.38% in the first session after the report, the largest post-earnings move in the six reports on record here. The record is otherwise uneven: all six reports beat the EPS estimate, but three of those beats were followed by a lower share price the next session. A beat, in other words, has not reliably translated into a higher price, and investors have been paying more attention to the top line.

Analysts still expect revenue to grow 13.2% this fiscal year to $14.8B, and EPS to rise 6.3% to $5.92, so the forecast relies on a recovery in the top line that the last quarter did not show. The company's profitability is not the concern here: the net profit margin is 22.99%, the operating margin 48.86% and the return on equity 32.38%, above the sector median of 13.8%.

At a trailing P/E of 27.29, the stock trades at a premium to peers, 65.4% above the sector median of 16.5. The price-to-sales ratio of 9.78 is 157.4% above the sector median of 3.8. Those multiples explain why the valuation factor is the heaviest drag on the CleaRank score. The dividend yield of 3.67%, on an annual dividend of $4.48, gives some income support while the shares wait for earnings growth to catch up with the price.

Over the last 18 months, insiders sold shares worth $66.5M across nine sales and bought $4.2M across six open-market purchases. Sales are often planned in advance or made to cover tax on vesting shares, so the purchases are the more informative of the two. On the analyst side, 13 of 24 current ratings are buy or strong buy and 11 are hold, with none at sell. Three months ago 12 of 23 were buy, so the number of buy ratings has edged up, although the October 13 and October 19 and 23 actions by UBS, Piper Sandler, JP Morgan and Oppenheimer each left the rating unchanged.